Monica Soni, PH.

** ******** ****, **** #**** Andover, MA 01810

617-***-****

adtqg4@r.postjobfree.com

I have relevant experience in payroll management, HRIS Implementation, Finance System Implementation, process improvements, budget, accounting, finance (financial analysis) and strategic planning. I have over a decade's experience in management and excel at hiring the right people and building effective teams.

Experience

NOVEMBER 2019 - PRESENT

Payroll Lead/The MITRE Corporation, Bedford, MA

Implemented a Finance (Deltek-Costpoint) and HRIS (Workday) System.

Become an expert in the Workday and Deltek Costpoint Payroll product suite.

Registered and monitored 50 state and local taxes with state and local agencies

Work with ADP on quarterly filing

Continued process improvements for efficiency

Complete assignments/projects given by upper management within an allocated time.

Audit employee taxes due to ensure they are being withheld for the correct jurisdiction.

Understood business requirements, configured the Workday and Deltek-Costpoint solution, demonstrate the configurations through building prototype systems, convert data, assist the client in testing.

Worked on converting legacy data into Workday and Deltek-Costpoint.

Ran multiple payroll trainings with staff

Assisted the integration consulting team in helping to configure and test integrations between Workday, Deltek-Costpoint and 3rd party/custom solutions.

Helped mentor new consultants by sharing your knowledge with the team

Helped the Sr. Manager on important time driven projects such as the registration for ten different states with the Department of Revenue and State for Tax Filings starting 2020.

Continues testing in both Workday and Deltek-Cospoint

Ad-hoc request

Bi-Weekly Payroll Processing for 10k employees.

OCTOBER 2018-JUNE 2019

Payroll Business Partner/Split Limit Studios, Burlington, MA

Established and maintained active relationships with all payrolls companies that currently provide payroll data to Split Limit’s SAAS Platform.

Actively fostered existing payroll company partner relationships and build new ones.

Expanded the group of payroll companies that partner with Split Limit Studios, thus increasing the value of the Split Limit Studios product to insurance carrier prospects and existing customers.

Helped troubleshoot system issues that a current payroll company is experiencing when submitting payroll data.

Helped test new payroll company by submitting a test file.

Worked actively with a new payroll company to complete the set-up process.

Worked with 20+ insurance carriers daily with various types of requests.

Attended payroll related conferences to educate payroll companies about Split Limit Studios.

Created documentation related to processes and procedures.

Created documentation to share with existing and potential customers.

Worked closely with IT Department on various process improvement projects.

NOVEMBER 2016-NOVEMBER 2018

Payroll Manager/Cambridge Health Alliance, Malden, MA

Managed, motivated, and set standards for accountability for all payroll staff members.

Developed, implemented, and managed methods, procedures, controls, and operations for the timely and accurate submission.

Prepared, document, and disbursement of all CHA and its corporate entities payroll checks, payroll taxes, employee benefit payments and complete reconciliations. This includes the management of bank interface systems, reconciliations, the analysis, preparation, and reporting to staff, department managers, and all external agencies.

Achieve a high level of performance as measured by the timely and accurate payment of payroll checks, taxes and benefits.

Ensured complete, accurate records and files to support disbursements consistent with corporate policy and compliance with IRS rules and regulations relative to the employment process.

Lead and worked with consultants and the HR Department on the implementation of an HRIS system.

Worked closely with Labor Relations daily on maintaining and complying with the 16 different union contract ratifications.

Worked with Legal and HR daily on case sensitive issues

APRIL 2016-NOVEMBER 2016

Sr. Financial Analyst IV – Payroll Department/Cambridge Health Alliance, Malden, MA

Worked directly with the Controller & Payroll Manager on various Payroll related projects.

Compiled sensitive reports that are submitted to the state.

Implemented new processes and improvement for the payroll department.

Compiled monthly and quarterly reports.

Supported the payroll manager with any issues, projects and new reports that need to be created and implemented.

Attended various types of software trainings such as Ansos.

Worked one on one with IT on creating new Payroll Reports.

Ran training sessions for the Payroll Department on new reports and on any new software updates.

Compiled and filed the 403B Senses Report.

Compiled the yearly W-2 forms.

Compiled various types of audit reports related to Payroll.

Reviewed and edited trial payroll ensuring a high level of accuracy for each final payroll.

Helped evaluate existing processes and designs and implements process improvements.

Collaborated with Finance, Information Technology and Human Resources staff in the process improvements

Processed final payroll in a timely manner to meet all internal and external deadlines and distribute to all employees according to set procedures

Ensured compliance with federal, state & local laws

Completed audit schedules for all required payroll transactions

Assisted the Accounting Department with quarterly reports of wages including Employers Federal Tax for 941

Accurately maintained records of changes affecting employee’s net wages including insurance coverage’s, garnishments, 401k Plan deductions, etc.

Assisted in processing retirement contributions and participate in annual 401k audit.

MAY 2015-OCTOBER 2015

Sr. Financial Analyst III – Temporary Position/Osram Sylvania, Danvers, MA

Worked directly with Controller of GI, Manager of GI and other executives.

Composed PowerPoint Presentations for the Controller to present at meetings

Managed high-level projects and make sure they are completed so it can be presented to the executives.

Compiled ad-hoc reporting, conduct monthly audits and complete monthly close

Compiled monthly reporting of sales and standard margin for the General Illumination organization, supporting seven sales channels and three business units.

Coordinated and analyze all sales reports, sales deductions, and standard margins.

Supported all sales channels and business units.

Completed yearly budgets for corporate and upload the final into Essbase.

Monitored and maintained GI Unit P&L.

MARCH 2012-MAY 2015

Sr. Financial Analyst/Eastern Connection, Woburn, MA

Compiled financial reports on a weekly and month basis.

Built inventory control reports on excel using script and macros (VBA).

Reviewed and analyzed client account activity.

Compiled varies reports related to financial planning.

Compiled reports related to Due Diligence.

Worked directly with VP of Finance, VP of Operation and CEO on various projects, and daily reports.

Composed PowerPoint Presentations for the CEO and VP to present at meetings.

Monitored and maintained the companies P&L and yearly budget.

Managed high-level projects and make sure they are completed so it can be presented to the executives.

Evaluated and analyzed employee timesheet and payroll.

Reviewed and analyzed client account activity

Compiled ad-hoc reporting and monthly audits.

Compiled and Analyze the Sales Team Compensation and Bonus.

Ran Deviation, Expiration and Cost Analysis Reports.

Ran Company/Client Impact Reports and analyzed company savings.

Worked with sales to analyze potential client historical data.

Worked with sales and finance to create pricing chart for a potential client.

FEBRUARY 2010-FEBRUARY 2012

Sr. Financial Analyst/ Robert Half Int’l-Salaried Professional Service, Burlington, MA (Engagements Included):

Clients included Pointe Right, DUSA Pharmaceuticals, Stryker Orthopedics and Vital Signs, a GE Healthcare Company.

Assisted in the preparation of sales forecasts in support of planning processes.

Evaluated and analyzed employee timesheet and payroll.

Performed journal entries on daily basis.

Prepared varies types of payroll reports and matched invoices to paid checks.

Data mine, gather information from varies locations, analyze, and compose financial reporting for the information retrieved.

Analyze different team’s projections.

Audited company’s expense and create expense report in excel.

Worked very closely with the controller and the director of finance on new projects related to financial reporting.

Completed tax related projects such as 1099.

Responsible for composing Daily Sales and Corporate Daily Sales reporting on daily basis.

Responsible for the validation and maintenance of the sales database, including ongoing maintenance and resolution of any discrepancies with the sales data.

Responsible for the weekly sales reporting and subsequent distribution to upper management and the sales and marketing organization.

Responsible for ensuring the integrity of the sales system including accurately reporting sales territory performance.

Evaluated sales performance monthly and supported the development and monitoring of key performance metrics.

Assisted in the design and implementation of the sales compensation plan, including preparation of the monthly commission payouts and related journal entries.

Perform ad-hoc analysis as requested.

Prepared varies types of sales reports and projects as requested.

Compile and Analyze the Sales Team Compensation and Bonus.

Completed weekly financial reporting, which included Base Cost Report and completed Variance Cost Tracker.

Analyzed departmental expenses and other financials.

Prepared monthly projections.

Assisted in the annual budgeting process.

Contribute to the development of strategic plans and marketing plans.

Translated strategic plans and forecasts into financial plans and projections to ensure that the organization achieves it financial target.

Directed management to the appropriate corrective actions.

Provided market research assistance to the Business Unit Team.

Created new reports upon manager’s request to make the process quicker, organized, and efficient.

Completed various types of reports on daily basis, quarterly basis, and yearly basis.

Responsible for weekly financial reporting including Base Cost Report and completed Variance Cost Tracker.

Responsible for monthly reporting including Operation Variance Cost and Global supply Chain Tracker.

Ran and analyzed labor reports on daily basis in JD Edwards.

Prepared accrual analysis and present the final piece in PowerPoint Presentation.

Responsible for monthly financial analysis.

Analyzed fixed assets.

Gathered data from varies sources and compose financial reports.

Assisted in the design and implementation of the payroll compensation plan.

Responsible for monthly Journal Entries and match paid invoices with paid checks.

Work very closely with the Financial Director on new projects.

Assist with the preparation of quarterly and annual SEC reporting.

Audited expenses using JD Edwards on a weekly basis and audit invoices monthly; prepare for monthly and periodic expense audits.

Project tracking for various locations via meetings, excel (pivots), and PowerPoint presentations on a bi-weekly basis.

OCTOBER 2008-APRIL 2009

Investment Solution Product & Program Support Associate (Temporary Position) / Weehawken, NJ:

Opened and closed cases and communicated with the Financial Advisors/Branches.

Reviewed 200+ Electronic Applications daily, processed account terminations and transfers.

Prepared Welcome Packages including information on different product types.

Coded multiple accounts daily and reviewed morning books for million-dollar accounts.

Reviewed account “under funds” list for Strategic Advisor, Access and PMP daily.

Processed terminations and Billing for three different products (PMP, PPM and SA).

APRIL 2014-AUGUST 2014

Adjunct Professor for Van Loan School of Graduate and Professional Studies (Part-time) Endicott College, Beverly, MA:

Taught graduate students various business courses such as accounting, finance, and marketing courses with integrated Advanced Excel and QuickBooks.

Developed and managed the class syllabus and ensured that the syllabus meets department and college standards.

Planned and created lectures, in-class discussions, and assignments.

Graded assigned papers, quizzes and exams-class discussions and assignments.

Assessed grades for students based on participation, performance in class, assignments, and examinations.

Collaborated with colleagues on course curriculum.

Advised students on how to be successful in class.

Stayed updated on innovations and changes within their course field.

Monitored and maintained class and online teaching portal such as Blackboard.

Provided relevant and timely feedback on submitted student work, including participation.

Compiled and reported grade-related information to students and administration.

Informed and discussed student issues with staff members as applicable.

JAN 2014-AUGUST 2014

Adjunct Professor- Undergraduate Business Program (Part-time)

North Shore Community College, Danvers, MA:

Taught undergraduate students various business courses such as accounting, finance, and marketing courses with integrated Advanced Excel and QuickBooks.

Computer Skills

Advanced Excel, MS Access, MS, PowerPoint, Visio, Adobe Acrobat RW, QuickBooks, Rumba, Consult Works, JD Edwards, Hyperion, PCR, CRM, KWI, Raymark, GEAC, Bloomberg, Cognos, ADI Wizard, Oracle, Great Plains, Excel Prog, Excel Database, Crystal Report, Visual Basics, EC-FACTS, CLI, VBA Macros, SQL, Oracle, Essbase, SAP, Meditech, Atlassian Jira, Salesforce, Peoplesoft, Workday, KRONOS Time & Attendance, Deltek-Costpoint, TRS Time & Attendance.

MAY 2009

Bachelor of Business Administration/New York Institute of Technology, New York, NY

● Graduated with a 3.25 GPA. ● Concentration in International Business and Law. ● Intern for NYIT Career Center

MAY 2011

Master of Business Administration/New York Institute of Technology, New York, NY

● Graduated with a 3.0 GPA. ● Concentration in International Business and Finance. ● Intern for Business Dean

NOVEMBER 2015

Doctor of Business Administration/California Intercontinental University, Irvine, CA

● Graduated with a 3.89 GPA. ● Concentration in Global Studies and IT Management. ● Dissertation Research Topic was How Outsourcing and Insourcing Impacts the American Economy.

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